Investment adviser · CRD 338266
ANGELES FAMILY OFFICE
Investment adviser filing (IA)
ANGELES FAMILY OFFICE, LLC
SANTA MONICA, CA, United States · Form ADV filed Aug 26, 2026
- Regulatory AUM
- $182M Form ADV · Item 5.F
- Client accounts
- 226 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 18 | $142,910,383 | 78.5% |
| Corporations & businesses | Fewer than 5 | $36,517,665 | 20.1% |
| Charities | Fewer than 5 | $2,545,511 | 1.4% |
Filing source
Form ADV 2128635 · Aug 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
429 SANTA MONICA BLVD, SUITE 650SANTA MONICA, CA, 90401, United States
CRD 338266
Filing source
Form ADV 2128635 · Aug 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.